We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family.
In this inaugural issue we cover a wide variety of planning …

Just a few months after President Donald Trump’s inauguration, the U.S. healthcare landscape is potentially poised for big changes. Despite the early defeat of the American Health Care Act (AHCA), health care reform reportedly remains a top priority for the administration as it faces its 100-day …

As the Department of Labor (DOL) has redefined “investment advice,” they have undoubtedly accelerated the evolution of what it means to be a fiduciary. Regulators are but one of the three key influencers shaping best practices for new fiduciaries. Financial institutions are working aggressively …

The DOL’s new rule has undoubtedly evolved the definition of fiduciary. How can a fiduciary, by new or old definitions, get it right? In this webinar, Shelby George, JD, CEBS, discusses the three influencers impacting advisor best practices, and the actionable steps you can take …

For most retirees, investing can be described as a balancing act; dampen market volatility to fund ongoing expenses, but also generate enough growth to fund those expenses for a long period of time and experience volatility along the way. While putting a large portion of a portfolio in savings …